Parallel Advisors’s A.O. Smith AOS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $66.1K | Sell |
1,008
-563
| -36% | -$36.9K | ﹤0.01% | 1569 |
|
2025
Q1 | $103K | Buy |
1,571
+452
| +40% | +$29.5K | ﹤0.01% | 1257 |
|
2024
Q4 | $76.3K | Buy |
1,119
+474
| +73% | +$32.3K | ﹤0.01% | 1397 |
|
2024
Q3 | $57.9K | Sell |
645
-133
| -17% | -$11.9K | ﹤0.01% | 1530 |
|
2024
Q2 | $63.6K | Buy |
778
+59
| +8% | +$4.83K | ﹤0.01% | 1391 |
|
2024
Q1 | $64.3K | Buy |
719
+151
| +27% | +$13.5K | ﹤0.01% | 1380 |
|
2023
Q4 | $46.8K | Sell |
568
-6
| -1% | -$495 | ﹤0.01% | 1461 |
|
2023
Q3 | $38K | Sell |
574
-123
| -18% | -$8.13K | ﹤0.01% | 1533 |
|
2023
Q2 | $50.7K | Buy |
697
+28
| +4% | +$2.04K | ﹤0.01% | 1395 |
|
2023
Q1 | $46.3K | Buy |
669
+33
| +5% | +$2.28K | ﹤0.01% | 1408 |
|
2022
Q4 | $36.4K | Buy |
636
+112
| +21% | +$6.41K | ﹤0.01% | 1423 |
|
2022
Q3 | $25K | Sell |
524
-105
| -17% | -$5.01K | ﹤0.01% | 1562 |
|
2022
Q2 | $34K | Buy |
629
+66
| +12% | +$3.57K | ﹤0.01% | 1416 |
|
2022
Q1 | $37K | Sell |
563
-37
| -6% | -$2.43K | ﹤0.01% | 1411 |
|
2021
Q4 | $52K | Buy |
600
+11
| +2% | +$953 | ﹤0.01% | 1286 |
|
2021
Q3 | $36K | Buy |
589
+18
| +3% | +$1.1K | ﹤0.01% | 1408 |
|
2021
Q2 | $41K | Buy |
571
+30
| +6% | +$2.15K | ﹤0.01% | 1316 |
|
2021
Q1 | $37K | Buy |
541
+8
| +2% | +$547 | ﹤0.01% | 1295 |
|
2020
Q4 | $29K | Sell |
533
-195
| -27% | -$10.6K | ﹤0.01% | 1313 |
|
2020
Q3 | $38K | Sell |
728
-7
| -1% | -$365 | ﹤0.01% | 1153 |
|
2020
Q2 | $34K | Buy |
735
+339
| +86% | +$15.7K | ﹤0.01% | 1186 |
|
2020
Q1 | $15K | Sell |
396
-82
| -17% | -$3.11K | ﹤0.01% | 1407 |
|
2019
Q4 | $23K | Sell |
478
-44
| -8% | -$2.12K | ﹤0.01% | 1327 |
|
2019
Q3 | $25K | Buy |
522
+381
| +270% | +$18.2K | ﹤0.01% | 1241 |
|
2019
Q2 | $7K | Sell |
141
-151
| -52% | -$7.5K | ﹤0.01% | 1681 |
|
2019
Q1 | $16K | Buy |
292
+135
| +86% | +$7.4K | ﹤0.01% | 1300 |
|
2018
Q4 | $6K | Buy |
157
+45
| +40% | +$1.72K | ﹤0.01% | 1493 |
|
2018
Q3 | $6K | Hold |
112
| – | – | ﹤0.01% | 1620 |
|
2018
Q2 | $6K | Hold |
112
| – | – | ﹤0.01% | 1510 |
|
2018
Q1 | $7K | Hold |
112
| – | – | ﹤0.01% | 1396 |
|
2017
Q4 | $7K | Hold |
112
| – | – | ﹤0.01% | 1414 |
|
2017
Q3 | $7K | Hold |
112
| – | – | ﹤0.01% | 1409 |
|
2017
Q2 | $6K | Hold |
112
| – | – | ﹤0.01% | 1487 |
|
2017
Q1 | $6K | Sell |
112
-22
| -16% | -$1.18K | ﹤0.01% | 1389 |
|
2016
Q4 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 1284 |
|